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Portfolio (Quarterly) Guide ↗

McKinney Capital Management, LLC

· CIK 0002133532
13F Portfolio $254M AUM 87 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 40 Added 4 Reduced
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 20,201.0 $1.5M 0.57% NEW $71.95 -4.3%
22 SMURFIT WESTROCK PLC 31,337.0 $1.4M 0.57% NEW $46.26
23 GPC GENUINE PARTS CO Consumer Cyclical 12,261.0 $1.4M 0.57% NEW $117.98 +17.0%
24 F FORD MTR CO Consumer Cyclical 100,108.0 $1.4M 0.55% NEW $13.90 +5.2%
25 RF REGIONS FINANCIAL CORP NEW Financial Services 46,024.0 $1.4M 0.55% NEW $30.20 +0.7%
26 CPB THE CAMPBELLS COMPANY Consumer Defensive 62,334.0 $1.4M 0.55% NEW $22.27 -4.0%
27 PRU PRUDENTIAL FINL INC Financial Services 12,804.0 $1.4M 0.55% +506.0 +4.1% $107.93 +13.1%
28 XOM EXXON MOBIL CORP Energy 10,063.0 $1.4M 0.54% +3K +47.3% $136.72 +16.6%
29 PGR PROGRESSIVE CORP Financial Services 6,280.0 $1.4M 0.54% NEW $218.45 +0.2%
30 MET METLIFE INC Financial Services 16,160.0 $1.4M 0.54% NEW $84.61 +15.4%
31 SNA SNAP ON INC Industrials 3,397.0 $1.4M 0.54% +359.0 +11.8% $402.40 -4.8%
32 PAYX PAYCHEX INC Industrials 13,896.0 $1.4M 0.54% NEW $98.33 +23.8%
33 KHC KRAFT HEINZ CO Consumer Defensive 57,201.0 $1.4M 0.53% NEW $23.62 +5.2%
34 EIX EDISON INTL Utilities 18,050.0 $1.3M 0.53% NEW $74.45 -23.7%
35 UPS UNITED PARCEL SVCS INC Industrials 12,468.0 $1.3M 0.53% NEW $107.50 -4.8%
36 ES EVERSOURCE ENERGY Utilities 18,478.0 $1.3M 0.53% +3K +16.4% $72.27 -1.7%
37 FE FIRSTENERGY CORP Utilities 27,987.0 $1.3M 0.52% +5K +23.1% $47.54 -1.6%
38 HUM HUMANA INC Healthcare 3,344.0 $1.3M 0.52% NEW $397.22 +1.1%
39 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,426.0 $1.3M 0.52% NEW $386.73 +5.4%
40 OKE ONEOK INC NEW Energy 15,200.0 $1.3M 0.52% +2K +11.6% $86.94 +9.8%
Page 2 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Industrials 13.1%
Healthcare 12.8%
Consumer Defensive 10.5%
Financial Services 6.4%
Energy 5.8%
Utilities 5.6%
Consumer Cyclical 5.5%
Communication Services 5.0%
Basic Materials 3.5%